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CONTACT

CAPITAL

TRUSTEES

HQ ADDRESS

17 S Second Street | Suite 301
Harrisburg, PA 17101

OUR PHONE NUMBERS

855-444-ESOP

HARRISBURG 717-345-9555

For any general inquiries, please fill in the following contact form:

© 2019 by Capital Trustees, LLC. 

YOUR ESOP EXPERTS

Independent Trustee and Fiduciary Services Specifically Designed with Employee Stock Ownership Plans in Mind

 

TRANSACTION

TYPES

INITIAL TRANSACTIONS

 

Whether you have a 100% family-owned business or you have multiple founders, we can help you understand the ins and outs of creating your ESOP.

SALE TO THIRD PARTY

 

As a trustee, we will review all the transaction details and valuation, conduct participant education and pass through voting.

SECOND STAGE

If you have an ESOP and want to diversify, restructure or convert to a corporation, we can help.

SALE OF PROPERTY

 

We can serve an independent trustee/fiduciary to the ESOP involving the proposed real estate sale to the business.

OUR VISION

To provide unparalleled value & service to the ESOP community.

OUR TEAM

RICH HEETER
MANAGING DIRECTOR
BRIAN KEISLING
CLIENT RELATIONS